Join the Intacct Community to hear thought-inspiring keynote speakers share their perspectives on building great companies. From focusing on customer satisfaction to drive your business growth, to the art of raising capital for your business, industry leaders will share their thoughts and best practices. Additionally, learn from Intacct’s executive management team what’s on the road ahead as Intacct accelerates the growth of our own business.

Welcome to Advantage
Mike Braun - CEO, Intacct
Thursday, October 25, 8:00am, Meeting Room C

Mike will review recent developments at Intacct and talk about his vision for building a company that truly takes our customers and partners beyond satisfaction. Fast growth, new management, and new partners have driven rapid innovation and brought Intacct many new customers. Today Intacct is positioned to deliver even better products and services as we continue to invest and grow toward meeting our goal of delighting our customers and partners.

Satisfaction: How Every Great Company Listens to the Voice of the Customer
Chris Denove - VP & Executive Director Voice of the Customer Practice, J.D. Powers & Associates
Thursday, October 25, 8:00am, Meeting Room C

Chris Denove is vice-president of J.D. Power and Associates, the world’s most recognized market research and intelligence organization. He is the co-author of the best-selling book of the talk’s title, which draws on the firm’s four decades of research, analysis and consulting across multiple global industries for many of the world’s leading brands. Mr. Denove uses examples drawn from today’s rapidly evolving business environment to illuminate the ways that exceptional organizations drive their achievement by focusing on the delivery of quantifiable, targeted customer satisfaction. In today’s world, where anyone can instantly access both good and bad reviews of any organization’s performance over the Internet, the consistent delivery of great customer satisfaction has to be viewed as an organizational imperative, not a “nice to do” afterthought. Mr. Denove’s presentation offers a compelling and practical look at what it takes to succeed in that effort.

What’s New in Intacct: Driving Innovation
Aaron Harris - VP Engineering, Intacct
Thursday, October 25, 1:45pm, Meeting Room C

Intacct has developed new capabilities and offerings throughout our product line and has integrated deeply with key partners to deliver a more complete solution for managing your business. Aaron will review the exciting new deliverables from his team in 2007, and will preview soon-to-be-released products and enhancements.

What’s Coming from Intacct: The Road Ahead
George Jaquette, VP Product Management, Intacct
Thursday, October 25, 1:45pm, Meeting Room C

Intacct is growing, investing, and partnering to provide even better solutions for you. George will discuss his strategy and vision and will present our offering roadmap aligned with Mike’s vision of beyond satisfaction.

Salesforce’s Platform for an Integrated On-demand Applications Ecosystem: Force.com
Tien Tzuo, Chief Strategy Officer, Salesforce.com
Friday, October 26, 8:30am, Meeting Room C

Salesforce.com ushered in a new era of on-demand success with the industry’s first platform as a service. The vision of the Force.com platform is to enable developers to build any application, any database, any logic, and run it all on demand on their trusted, secure infrastructure. In this session, hear about Salesforce’s vision for an ecosystem of integrated, on-demand applications and how Intacct clients and partners can take advantage of this innovative new platform.

Raising Capital as a Small Business: The Venture Capitalist Perspective
Brian Jacobs - Founder and General Partner, Emergence Capital
Bob Spinner - Managing Director, Sigma Partners
Greg Sands - Managing Director, Sutter Hill Ventures
Friday, October 26, 8:30am, Meeting Room C

Millions of small businesses need to raise capital every year, and have to consider the costs and benefits of different sources. Our panel of world-class venture capitalists will talk about the types of funding available to a small business, what is “hot” in the small business capital market, and what the near-term future holds for those businesses looking to raise capital.

Learn how your peers are leveraging Intacct to tackle those universal business management goals like improving productivity, successfully managing multiple clients and growing the bottom line, by attending sessions in the industry best practices track. These sessions are a great opportunity to network with peers and bring home tangible knowledge to drive your use of Intacct and your business results.

Budgeting, Forecasting, Reporting Success Stories
Rob Hull - CFO and Founder, Adaptive Planning
Thursday, October 25, 10:15am, Meeting Room B4

Join Rob Hull from Adaptive Planning as he reviews best practices for budgeting, forecasting, and reporting that easily integrate with your Intacct financial management system. Whether you are already done with 2008 budgeting or still in the process of consolidating numerous Excel files to pull your plan together, come learn why it's easier than ever before to transform your budgeting and forecasting processes in a matter of weeks. Anyone who is involved in the budgeting, forecasting, and reporting process should attend this session. You will learn from real-world case studies how leading mid-market companies and nonprofit organizations such as AAA, CollabNet, Healthways, Med-Eng, and NASCO have been able to move beyond Excel, decrease budgeting time by 67% while reducing errors; enable monthly re-forecasting; deeply involve business unit managers in planning and reporting; and enable timely what-if analyses to support key decisions.

Panel: Building a Practice with Intacct
Richard Beil, Founder, Accounting Outsource Inc.
Bic Wood, Director of Technology and Business Development, Wood, Johnson & Heath PC
Don Haney, President and Owner, Haney Accountants
Michael Robb, Owner, XBS Global
Moderator: Karen Northup, CEO and Founder, Corefino
Thursday, October 25, 11:30am, Meeting Room B4

What does it take to build a business around Intacct financial management? How do you figure out the best ways to leverage Intacct and how do you train your staff? How do you convert existing clients, and how do you find new ones? Is there a "profile" of a good Intacct customer/prospect? Once established, how can you drive profitable growth? Our panel of successful Intacct users will share their answers, advice and experiences with you in this lively and informative session.

Building Vertical Industry Solutions on Intacct
Jim Palmer - Sr. Implementation Project Manger, Achieve Healthcare Technologies
Brandon Groussman, Client Education Consultant-Financial, Achieve Healthcare Technologies
Mary Jo Beck, Client Educational Consultant – Intacct Lead, Achieve Healthcare Technologies
Thursday, October 25, 3:00pm, Meeting Room B3

This session presents a case study of how to build a thriving vertical industry-focused business on top of Intacct. Achieve has created a comprehensive on-demand clinical and financial solution for the elder care industry that today serves more than 2,800 skilled nursing and assisted living facilities in 48 states. We’ll be focusing on the drivers behind why long-term care businesses select an on-demand solution, the unique requirements of this industry, why Intacct and Achieve is a good partnership for this industry, and the best practices we have developed for presales activities right through implementation and go-live. We’ll also address the challenges faced when selecting and implementing the solution. You will leave with an understanding of how to build, sell and deploy an on-demand solution serving vertical industry needs and a deep dive into the methodology required for a successful implementation.

Best Practices for the Services Industry
Morris Panner, CEO, Open Air
Thursday, October 25, 4:30pm, Meeting Room B3

In this session, OpenAir CEO Morris Panner will share his insights into best practices in the professional services industry. As the CEO of a firm that provides services automation solutions, Morris is uniquely positioned to evaluate the operations of many different services organizations. Morris has draw on examples from his work with software companies, consulting firms and customer service groups inside industrial companies.

Integration for the SaaS Environment Made Easy
Bob Moul - President and CEO, Boomi
Friday, October 26, 10:15am, Meeting Room B4

The acceptance and popularity of SaaS applications has continued to rise at a dramatic pace, yet integration has become the Achilles heel of the SaaS industry. The integration experience for companies deploying SaaS applications is completely incongruent with the SaaS paradigm, particularly in terms of cost, complexity, and implementation timeframes. To date, customers have had two options; either purchase expensive software packages or hardware appliances that need to be installed and maintained on premise or enter into costly services engagements that tend to lock them in and lack flexibility. There are a few, truly SaaS-based integration options beginning to emerge. This presentation takes a look at the array of integration methods that companies are faced with and attempts to explain, in plain English, what they are, how they work and the pros and cons of each.

Drill down on the specifics of deploying and configuring Intacct financial management solutions in this track. Learn the fine points of implementing and adapting the software to fit your business needs, such as the creative use of custom fields and rules, the application of multi- currency features and developing advanced reporting options. Intacct product experts, customers and partners will share the innovative ways they have deployed Intacct.

Managing Multicurrency
James Metzger - CFO, TM Forum
Thursday, October 25, 10:15am, Meeting Room B3

This session will cover how one of the worlds leading global telecom associations moved from a manual process of handling foreign currency transactions to using Intacct’s Multicurrency solution. Managers and executives of companies who deal with significant volumes of non-USD transactions (both payments and receivables) will learn first hand how the TMForum went from a time consuming, labor intensive process to a streamlined and automated process. The presentation will describe in detail how the TMForum handles multicurrency AP, AR, and Bank Reconciliations in an explosive growth environment (GAGR +25%) with limited staff.

Connect Salesforce and Intacct to Manage Your Opportunities through to Cash within One Interface
Dough Harr - CIO, Ingres
Thursday, October 25, 11:30am, Meeting Room B3

This session will cover the use of Intacct and Salesforce at Ingres Corporation to track the complete lifecycle of an order from Lead all the way through to cash receipt. The information shared will be useful both as an overview of how a complete order to cash cycle works, and as a primer on some of the key configuration and integration considerations on both the Intacct and Salesforce side. Both business people who are focused on the sales/financials processes along with Intacct/Salesforce administrators may attend. We will cover: The overall Order-to-cash process at Ingres Corporation, Multi-Entity, International design considerations, Demonstration of the complete order cycle, Preparing Salesforce to integrate with Intacct and Setting up Intacct for the integration to Salesforce We will also review the results at Ingres, along with lessons learned and some key considerations for those who are preparing to move to the integrated solution.

The Power of Intacct Financial Reporting
Jon Fuller, Controller, Tomax Corporation, Salt Lake City, UT
Matt Silver, Director of Operations/Human Resources, Presidio Hotel Group, Fairfield, CA
Paul Benedetto, CFO, Passage Events, Seattle, WA
Scott Bennion, Vice President, Finance, JasperSoft, San Francisco, CA
Paul Cammisa, Managing Partner and Co-Founder, InnoVergent, LLC
Thursday, October 25, 3:00pm, Meeting Room B4

Join our expert panel as they share how they’ve capitalized on the power of Intacct’s on-demand financial reporting. Real-time access to financial information, shared access to key forms and documents, advanced reporting and graphing capabilities all enable financial managers to oversee many distributed businesses. The ability to analyze past expenses and to forecast future revenues based on a complete picture of a business’s different operating units is a powerful benefit of using the same tool for each operation. Seeing problematic trends before they cause difficult situations enables managers to proactively address issues before they arise, and seeing data in real-time rather than waiting for each business unit to report makes it possible to respond quickly based on facts.

Intacct Integration Success
Michael Levinson, Senior Product Manager, oDesk
Clark Willey, Vice President of Product Development, RealPage
Moderator: Aaron Harris, VP Engineering, Intacct
Thursday, October 25, 4:30pm, Meeting Room B4

Intacct provides best-of-class integration capabilities for developers who provide complementary solutions or customers who need to integrate with solutions that they have developed. Aaron will lead a discussion of two such integrations, and will surface the benefits and hurdles for customers looking to bridge Intacct with other on-demand solutions.

The Power of Combining Intacct with Salesforce.com
George Jaquette, VP Product Management, Intacct
Friday, October 26, 10:15am, Meeting Room B3

Salesforce.com is the unquestioned leader in on-demand customer relationship management solutions, and hundreds of companies are using both Intacct and salesforce.com. In this session, George will describe how linking Intacct to Salesforce can give you full visibility in the order-to-cash cycle. Your salespeople can manage their pipeline of opportunities using Salesforce, and generate orders directly from the opportunities when a deal is closed. Also see how visibility to a customer’s financial status can save time in the sales process, and eliminating redundant data entry in the order creation process benefits everyone involved.

Integrated Professional Services Automation
George Jaquette, VP Product Management, Intacct
Friday, October 26, 11:30am, Meeting Room B3

Professional services organizations need to track time and expenses carefully to ensure that every customer and every project is profitable, and to ensure that work done for a client is billed when appropriate. Intacct now offers an on-demand professional services automation application to allow professional services teams to track, bill, and be reimbursed for their efforts. Learn how you can benefit from a best-of-breed professional services solution combined with best-of-breed financial management.

Best Practices with the New Intacct Dashboard
Aaron Harris, VP Engineering, Intacct
Friday, October 26, 11:30am, Meeting Room B4

In this session, Aaron will show you how to get the most out of the new Intacct Dashboard. The dashboard is a highly customizable portal into your business performance, where you can display key metrics for your employees and executives to review at a glance so they can more effectively manage your business. Aaron will share and demonstrate best practices for using the dashboards, including how to configure custom displays, tips and tricks for making it easy to publish actionable business results, how to combine information from Intacct and other systems, and much more.

"How do I use the ...?" Sessions in the Hands-On Training track will answer just that! Bring your own laptop and take advantage of our hands-on training sessions to hone your skills on key Intacct product features.

Hands-On: Revenue Recognition
Presenter: Melody Williams, CPA. Project Manager, Intacct
Wednesday, October 24, 1:30pm, Meeting Room B2
Thursday, October 25, 3:00pm, Meeting Room B2

In this hands-on session, you’ll learn how to configure and deploy Intacct’s revenue recognition component to recognize your revenue according to standard accounting principals. After this session, you’ll be able to successfully create invoices, defer revenue and recognize revenue. Depending on your business processes, you’ll also learn how to enable revenue recognition with automatic or manual postings, as well as learn how to run reports that will help you forecast revenue recognition by product line.

Hands-On: Using the Dashboard
Presenter: Iris Adayan, Project Manager, Intacct
Wednesday, October 24, 2:45pm, Meeting Room B2

Dashboards are extremely powerful tools for consolidating information from Intacct and/or from all over the Internet into one master screen view. They are ideal for providing senior management with targeted business visibility. In this session, you’ll learn how to harness the power of dashboards, by learning how to create, manage, and deploy them effectively.

Hands-on: Customization Services
Presenter: Iris Adayan, Project Manager, Intacct
Thursday, October 25, 10:15am, Meeting Room B2
Friday, October 26, 11:30am, Meeting Room B3

If you want to explore how to expand your Intacct functionality beyond the standard package, this training is for you. Join us and learn how you can create custom reports and custom fields to help you track your data, and how to use the Smart Rules, Events and Click features to create additional internal control and smoother workflow processes.

Hands-On: Advanced Financial Reporting

Here’s everything you need to know to get started creating advanced financial reports with Intacct. From setting up account groups, to developing financial reports with the Report Wizard, to creating statistical accounts, to creating calculations from statistical account or static values – if you want to take Intacct to the next level, you’ll want to take this session.

Hands-On: Customization Services
Presenter: Joseph Sangiuolo - Project Manager, Intacct
Thursday, October 25, 11:30am, Meeting Room B2
Friday, October 26, 10:15am, Meeting Room B2 Here’s everything you need to know to get started creating advanced financial reports with Intacct. From setting up account groups, to developing financial reports with the Report Wizard, to creating statistical accounts, to creating calculations from statistical account or static values – if you want to take Intacct to the next level, you’ll want to take this session.

Hands-On: Contracts – After the Order
Presenter: Iris Adayan, Project Manager, Intacct
Thursday, October 25, 4:30pm, Meeting Room B2

In this hands-on session, we’ll delve into the power of the Intacct contracts feature and highlight how you can streamline your business processes by creating renewal templates. Renewal templates allow you to schedule sales contracts for automatic renewals and automatically e-mail customers with a renewal message and a quote.

We’ll also cover how to schedule an e-mail event customization, including how to use new pricing or old pricing with an assigned markup or markdown, and how to attach a PDF of a new quote or order. Finally, we’ll review how you can customize html e-mail formats for your automated e-mail you send to your customers and create renewal templates based on internal workflow.